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iShares Russell Midcap Value Index shares owned by NewEdge Wealth

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 58k 116.29
2023-09-30 $6.0M 57k 104.34
2023-06-30 $6.3M 58k 109.84
2023-03-31 $6.2M 58k 106.20
2022-12-31 $6.1M 58k 105.34
2022-09-30 $6.2M 64k 96.05
2022-06-30 $6.6M 65k 101.57
2022-03-31 $8.1M 68k 119.65
2021-12-31 $8.1M 66k 122.37
2021-09-30 $6.6M 59k 113.25
2021-06-30 $6.7M 58k 114.98
2021-03-31 $6.2M 56k 109.30
2020-12-31 $2.2M 22k 96.97